Core Modules

We offer training and support for the following Skyward modules:

This course covers the steps necessary to process transactions and generate reports from your Skyward Financials system. It details the procedures necessary to get started, such as adding accounts, setting up codes, account sequences, project/grant management. Additional areas that will be covered are audits, utilities, and year-end procedures.

Other Skyward modules that this product potentially interacts with are the Payroll system, Inventory, Fixed Assets, Accounts Receivable, Employee Management and Salary Negotiations.

Length: 2 hours

Participants: This training is intended for District level financial staff such as Business Managers, Directors of Finance, Accounts Payable employees and Accounting Specialists. Other staff who may find this training helpful include Superintendents and Administrative Assistants (these employees may only want to attend the budgeting and reporting sections of this training).
This course covers the steps necessary to process transactions and generate reports from your Skyward Financials system. It details the procedures necessary to get started, expense reimbursement, credit card transactions, check requests, invoices, check reconciliation, and bank reconciliation. Additional areas that will be covered are audits, utilities, and year-end procedures.

Length: 2 hours

Participants: This training is intended for District level financial staff such as Business Managers, Directors of Finance, Accounts Payable employees and Accounting Specialists. Other staff who may find this training helpful include Superintendents and Administrative Assistants (these employees may only want to attend the budgeting and reporting sections of this training).
This course covers the steps necessary to process transactions and generate reports from your Skyward Financials system. It details the procedures necessary to get started, such as adding accounts, vendors, and setting up requisition approval levels. It then moves on to entering requisitions, purchase orders, invoices, and general inputs. Check reconciliation, reporting, and special processes will also be explained. Additional areas that will be covered are audits, utilities, and year-end procedures.

Length: Two 4 hour sessions

Participants: This training is intended for District level financial staff such as Business Managers, Directors of Finance, Accounts Payable employees and Accounting Specialists. Other staff who may find this training helpful include Superintendents and Administrative Assistants (these employees may only want to attend the budgeting and reporting sections of this training).
Employee Management provides a way to manage employee position control and assignment information in a centralized location. You will be able to link Calendars and Salary Schedules to these positions/assignments as well as identify salary or hourly amounts and lanes and steps. Salary changes will be communicated from Employee Management to Payroll via updates to the employee’s Pay Records in the Profile. Employee Management also includes data captured for Certifications and Professional Growth as well as customizable fields that you create.

Length: 12 hours

Participants: This training is intended for Human Resource personnel. Other staff who may find this training helpful include Payroll personnel and Business Managers.
This course covers the Fixed Assets module. It will demonstrate how to set up codes and configuration and how to add assets both individually and building from invoices and/or receiving records. It will detail the procedures required to update and depreciate assets. It also will review utilities and reports.

Length: 8 hours

Participants: This training is intended for District Level Financial Staff such as Business Managers, Treasurers, Finance Directors, Accountants, Information Technology and any staff that tracks assets. Other staff that may find this training helpful include A/P Manager but possibly only when showing A/P interface with Fixed Assets and the Purchasing Manager but only when showing the asset entry fields on Purchase Orders and/or Receiving options.
The Inventory module tracks items stored in the warehouse. It enables employees to order items to stock the warehouse and order items from the warehouse. It also updates the accounting that occurs during these transactions. The software will be used for day to day operations activities, such as adding inventory requisitions, disbursing items from the warehouse, and keeping track of the physical inventory. It will also be used for periodic internal financial reporting.

Other Skyward modules that this product potentially interacts with are Receiving, Purchasing, Bid Management, Fixed Assets, Accounts Receivable and Accounts Payable.

Length: 2 hours

Participants: This training is intended for the district’s Purchasing Department, Warehouse staff, Accounts Payable, and employees requesting items from the warehouse.
This course covers the steps necessary to process transactions and generate reports from your Payroll system. It details the procedures necessary to get started, such as code setup, entering employee demographics and salary information. It then moves on to payroll processing, history reporting, employee file maintenance, and state reports. Additional areas that will be covered are Payroll Payables, Contract Payout, W2 Processing, and the Payroll Restart option.

Length: 12 hours

Participants: This training is intended for district level Payroll staff, such as, Business Manager, Payroll Manager, and Payroll Clerks responsible for the day to day processing. Other staff that may find this training helpful include the Human Resources Director and Human Resource Department personnel responsible for the day to day processing of district employees
Salary Negotiations uses the same Position and Assignment record structure as Employee Management but addresses two additional features. The first is creating multiple plan scenarios to compare the relative costs of required and proposed changes to Salary and Benefit amounts. The second is that the final proposed plan’s Salary and Benefit expense forecast can be imported into the New Year’s budget. To accommodate both of these additional features, Salary Negotiations tracks benefits as well as salaries.

Other Skyward modules that this product potentially interacts with are the budgetary system, Employee Management, and Fast Track.

Length: 12 hours

Participants: This training is intended for Human Resource personnel and those individuals at the district who would be in charge of the budget such as Business Managers. Other staff who may find this training helpful include Payroll personnel.
This course covers the setup for the School Based Activity Accounting module as well as the steps necessary to begin processing. It includes system configurations, chart of accounts, vendor/payor names, requisitions, purchase orders, check requests, cash receipts, journal entries, bank processing, and reporting. The training will also provide an overview of the year end roll utility.

Other Skyward modules that this product potentially interacts with are Financial Management Chart of Accounts, Vendor Profile and Student Management Fee Management.

Length: 6 hours

Participants: This training is intended for school level Secretarial staff and district Accounting Specialists. Other staff members that may find this training helpful include district level Business Managers.
The system allows you to store organization, budget, actual financial, and staff information that later becomes part of PEIMS. This covers Running Pre-PEIMS Reports, Demographic Roll up utility, Extract PEIMS Staff Data, Maintain Extracted Staff Data, Process Reports, Extract TSDS PEIMS Finance Data, Maintain TSDS PEIMS Extracted Finance Data. Process Reports, Export TSDS PEIMS Finance Data and Export TSDS PEIMS staff data.

Length: 12 hours

Participants:
The Substitute Tracking system allows you to record substitute transactions, and pay subs from those records. You will be able to create rate tables that govern the rate of pay for the sub based upon the type of sub, the type of employee being subbed for, and for rate changes contingent upon number of total or consecutive days subbed.

Other Skyward modules that this product potentially interacts with are Payroll and Time Off.

Length: 6 hours

Participants: This training is intended for the personnel responsible for recording substitute work and pay information. Usually these are payroll staff members. Staff should know the rates subs are paid based on the types of employees that are being subbed for, and the length of time worked. Staff should also know what account numbers are used to expense the substitute’s pay.
Time Off in Skyward provides the ability to create and approve time off requests and generates pay appropriately—paid, unpaid or docks the employee depending on their time off balance. The Time Off Module also allows the district to allocate the proper amount of time off to each employee based on their anniversary date and/or an entered date.

The Time Off module interfaces with:

Positions – through the Position Type code to identify the Default Time Off Entitlement used for that specific position

Assignments – the Time Off Entitlement is declared for that assignment and determines the time off amount that will be allocated to that employee

Payroll – once time off requests are approved, these are brought into payroll via timesheets to process the correct payment.

Sub Tracking-Time Off transactions can be created during the 3rd party import process.
Length: 6 hours

Participants: The audience for this product includes the employee requesting time, the approvers, other individuals that enter or verify time off requests, the Human Resources employee or other staff member that allocates the time off, and the payroll staff who process the payments.
True Time enables employees to track their time by clocking in and out using a web-based tracker, biometric reader, or ID badge/proximity card reader. Supervisors can view employee’s time entries online to verify attendance and adherence to their schedule. Once the supervisors review and approve the timesheets, they are available in Payroll to integrate into Payroll Worksheets, increasing accountability and reducing payroll errors.

Other Skyward modules that this product potentially interacts with are Payroll, Employee Profile, Employee Access and Time Off.

Length: 12 hours

Participants: This training is intended for the district’s Payroll Staff members, Human Resources employees, and/or Personnel Supervisors.

Pricing Options
Contact Tamara Blue (Skyward Information Services Support Coordinator) for more information.

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